Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,212 | $78,690-93.4% | $161,489-96.8% | $87,485-94.0% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 6.76% | 32.74%-26.0pp | 89.72%-83.0pp | 26.06%-19.3pp |
| Employer contribution / active EE | $701 | $2,588-72.9% | $4,268-83.6% | $2,596-73.0% |
| Participant deferral / active EE | $1,011 | $3,311-69.5% | $5,630-82.0% | $4,274-76.4% |
| Admin fee / account holder | $1,249 | $6,724-81.4% | $16,006-92.2% | $7,775-83.9% |